Hill Island Financial LLC Portfolio Holdings

Hill Island Financial LLC

  • $257 Million
  • Q1 2025

Hill Island Financial LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $49.4M, Vanguard Index Fds S&P 500 ETF with a value of $47.8M, Ishares Tr with a value of $31.7M, Vanguard Growth ETF with a value of $25.9M, and Dimensional ETF Tr U S Small C with a value of $12.9M.

Examining the 13F form we can see an decrease of $69.7M in the current position value, from $327M to 257M.

Hill Island Financial LLC is based out at Grand Rapids, MI

Below you can find more details about Hill Island Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $257 Million
ETFs: $243 Million
Technology: $7.79 Million
Consumer Cyclical: $1.68 Million
Financial Services: $1.66 Million
Communication Services: $1.66 Million
Healthcare: $299,000
Industrials: $250,000
Consumer Defensive: $224,000
Other: $203,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$110,000 0.04% of portfolio
11,192
Q1 2025 Reduced 8.7%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $257 Million
  • Prior Value $327 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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